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Ben Emons

Founder and outsourced chief investment officer of Fed Watch Advisors, offering expertise on the Federal Reserve and central banks.

Top 3 podcasts with Ben Emons

Ranked by the Snipd community
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6 snips
Dec 19, 2024 • 26min

Market Outlook Post December FOMC With Ben Emons: Macro Matters

Ben Emons, founder of Fed Watch Advisors and expert on central banks, joins Bloomberg Intelligence's Ira Jersey and Will Hoffman to discuss market implications following the recent FOMC meeting. They delve into how potential Trump policies may lead to heightened volatility in 2025. The conversation also covers the intricacies of interest rates and their effects on Treasuries, alongside currency hedging strategies amid liquidity concerns. Insights into the Fed's adjustments and the ripple effects on global markets offer a comprehensive financial outlook.
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Oct 29, 2024 • 44min

How the Markets Are Gaming The Election; Are the Mag 7 Still the Names to Own?; Piper Sandler’s Top AI Infrastructure Names 10/29/24

Henrietta Treyz, head of economic policy at Veda Partners, and Ben Emons, founder of FedWatch Advisors, delve into how markets might be misinterpreting the upcoming election. They analyze sectors likely to benefit based on election outcomes. Nancy Tengler, CEO of Laffer Tengler Investments, argues mega-cap tech stocks still hold value in portfolios. James Fish from Piper Sandler highlights the top AI infrastructure picks, while Megan Casella reports on Georgia's pivotal role in the elections. Malcolm Etheridge and Doug Bonaparte share insights on investment strategies influenced by market fluctuations.
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Oct 4, 2024 • 40min

US Hiring Tops All Estimates, Jobless Rate Falls

Joanie Bily, Division President at Employbridge and Chair of the American Staffing Association, shares insights on the September U.S. jobs report, highlighting significant job growth trends. Ben Emons, Chief Investment Officer at FedWatch Advisors, discusses the Federal Reserve's approach to economic data and its implications. Lee Klaskow, Senior Analyst, dives into the recent dockworkers' strike's impact on logistics. David Welch elaborates on the EU's hefty tariffs on Chinese electric vehicles, emphasizing international trade tensions.